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What is the Dashboard Builder tool?

Updated yesterday

Dashboard Builder allows you to build custom dashboards to focus on the exact data-sets relevant to you. Using Dashboard Builder, you can:

  • Design your own dashboard(s) with specific data-sets using your own queries

  • Get your relevant data on a single page with multiple data-sets (widgets)

  • Get regular alerts in your inbox as per your requirements

You can explore Dashboard Builder from:
Products > More Productivity Tools > Dashboard Builder


Sample Use-cases

  • Track key global and local funds – Get daily updates on funding rounds around the globe

  • Keep an eye on analysts’ picks, relevant sectors, trending business models and select geographies

  • Watch companies that cross significant milestones

  • Track transactions, news mentions and competitors for your portfolio companies


How to set up a new Dashboard using this tool?

  1. Go to the Dashboard Builder and click on Set-Up A New Board

  2. On the ‘Add a New Dashboard’ page, add a name and description

  3. Click Save — your dashboard will be successfully created

  4. On the dashboard card, click on Add Widget to add the widgets of your requirement


How to create a copy of a Dashboard?

  • Click on the ellipsis icon of the board

  • Select the Copy this Board option

  • The copy will appear on your My Dashboards page


How to enable/disable a Dashboard?

  • Click on the ellipsis icon on the respective dashboard card

  • Select the Disable Board option

  • All the Disabled Boards can be viewed under the 'Board Status - Disabled' page with an option to enable the board again.


What is the 'New Matches' tab in this tool?

The 'New Matches' tab lists all the new updates matched with each widget on your custom dashboard.

To access:

  1. Open your dashboard from the ‘My Dashboards’ page

  2. Select the New Matches option from the left pane

  3. Sort by Entity Match Date or Event Date

  4. Use quick filters like Widget Name, Entity Match Date, and Event Date


How can I share/unshare my custom dashboards in this tool?

  1. On the 'My Dashboards' page, click the kebab menu on the relevant dashboard card

  2. Select Open Share Settings

  3. Choose to share with all users or specific users in your account

  4. Click Save


How can I see the Dashboards shared with me?

  • Go to your Dashboard page and click on the Filter option

  • Click on Owner, and check the Shared with me checkbox


How can I request an update if the results are not relevant?

While there's no direct option to raise this request from the Dashboard itself, you can ask for updates in the following ways:

  • Provide feedback through the 'New Matches' related to your dashboard

  • Give feedback via the alert email you receive for that dashboard

  • Request a new mandate from the home dashboard

  • Contact us directly via chat for further assistance or specific requirements

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